+847.8%
MU vs INTC
+17.9%
+829.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.7% | -2.6% | +1.0% |
| 7D | -22.0% | -14.4% | -7.6% | -14.7% |
| 30D | -36.6% | -50.2% | +13.7% | -10.0% |
| 3M | -21.7% | -43.6% | +21.9% | +2.7% |
| 6M | +3.5% | -50.2% | +53.7% | +48.1% |
| YTD | +141.9% | +52.5% | +89.4% | +92.0% |
| 1Y | +189.8% | +51.1% | +138.7% | +130.3% |
| 3Y | +855.4% | +50.3% | +805.1% | +585.2% |
| All | +847.8% | +17.9% | +829.9% | +753.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTC.
Daily Out/Under-Performance
Portfolio return minus INTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling